Connor Anderson is a financial advisor with Eagle Strategies (NY Life) based in Victor, NY. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Eagle Strategies, Connor worked at NYLIFE Securities, LLC and New York Life Insurance Company, and has held various roles including positions at Rochester Institute of Technology and Stuart's Pools. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored solutions delivered through multiple program types and primarily managing assets on a non-discretionary basis.

Joshua Dejohn is a financial advisor at J.W. Cole Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at OSAIC, American Portfolios Financial Services, Inc., and Cambridge Investment Research Advisors. In addition to his advisory role, he operates a sole proprietorship as a life insurance and fixed annuity agent. J.W. Cole Advisors serves individuals, high-net-worth clients, and institutional accounts through a large network of independent advisors. The firm offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms and strategies.

Philip Mcevoy is a financial advisor at Eagle Strategies (NY Life) with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with New York Life Insurance and Nylife Securities since 2005. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a large portion of assets managed on a non-discretionary basis.

Michael Mason is a financial advisor with J.W. Cole Advisors, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His prior roles include positions at Private Advisor Group, LLC and LPL Financial, LLC. He is involved with Mason Wealth Management, LLC and participates in life and legacy planning activities. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.

William Dostman III is a financial advisor with Commonwealth Financial Network and Heritage Financial Services, holding a Series 66 designation and 10 years of industry experience. He has worked with these firms since 2016 and is a co-owner of Heritage Financial Services, LLC. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients, offering a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

Andre Rene is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. for a combined 13 years. In addition to his advisory role, Rene is involved in outside business activities with CNMK Operational Support, LLC. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Robert Mezzio is a financial advisor with Lincoln Investment in Rochester, NY, holding a Series 63 designation and 25 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory work, he is involved in assisting Medicare-eligible clients in selecting Medicare Advantage plans through independent contracting and ownership of RJM Wealth Management Inc. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and employs third-party managers to meet client objectives.

Jacquelyn Dohse is a CFP® with five years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. in Pittsford, NY. Her prior experience includes roles at Commonwealth Financial Network, Mercer Global Advisors, Mirsky Financial Management Corp., and Tompkins Financial Advisors. Outside of her advisory work, she is involved with Colgan Capital, a separate business entity. J.W. Cole Advisors operates a large network of independent advisors, offering fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm utilizes both discretionary and non-discretionary strategies, blending fundamental and technical analysis along with access to multiple custodial platforms and third-party managers.

Jacqueline Smith is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the Series 66 credential and one year of industry experience. She previously worked at Morgan Stanley for two years and has a background that includes roles in education and other sectors. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active strategies, supported by an internal Investment Committee and various implementation tools.

Lucas Stuart is a CFP® professional with 19 years of industry experience, currently affiliated with Commonwealth Financial Network and Crossbridge Financial Group. His prior work includes roles at Montage Wealth Management, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. Stuart is also the owner of Lucas Stuart Wealth Strategies Group, Inc., a private entity focused on securities, advisory, and insurance services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, including discretionary model portfolios and personalized indexing options, while supporting affiliated advisors with operational, technological, and compliance resources.

Derek Donnarumma is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, WMG Partners, LLC, and American Portfolios Financial Services, Inc. He is based in Rochester, NY. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

John Klee is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. He previously worked at High Falls Advisors, Inc. and Seneca Financial Advisors LLC. Outside of his advisory roles, he has been involved with Haroun Education Ventures since 2020. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, qualified retirement plan consulting, and education through various media, using a combination of quantitative and qualitative analysis to implement customized investment strategies.

Jonathan Larue is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds a Series 66 designation and has worked at TIAA and Raymond James & Associates, Inc. Prior to his current role at TIAA-CREF, he spent 10 years at TIAA in various capacities. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates point-in-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Elliott Morse is a financial advisor at Commonwealth Financial Network with three years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and OSAIC. Outside of his financial advisory role, he serves as a paramedic with Victor Farmington Ambulance. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers various program structures and discretionary model portfolios managed by its Investment Management and Research team.

Sierra King is a financial advisor with Lincoln Investment in Rochester, NY, holding a Series 66 designation and eight years of industry experience. She has worked at Lincoln Investment since 2018 and previously was involved with the Alfred State Office of Student Engagement. Lincoln Investment Planning, LLC is a large, enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, consulting, and portfolio management services supported by an in-house Investment Management & Research team and employs both advisor-managed and firm-managed model portfolios.

Daniel Ortiz is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and six years of industry experience. He has worked at several firms, including Commonwealth Financial Network and Weller Group LLC. Ortiz serves as a Boatswain Mate Reservist Member in the United States Coast Guard Reserve. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers advisory programs, wealth management, and retirement plan consulting, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Dennis Lohouse is a CFA® charterholder with five years of industry experience. He has been with Mariner since 2025, following a 16-year tenure at Forte Capital LLC. Outside of his advisory role, he is the owner and member of Fleur City Holding Co. LLC, a holding company based in Rochester, NY. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing customized portfolios that combine in-house research with third-party manager allocations.

Alyssa Piersimoni is a financial advisor at Principal Financial Services with Series 65 and Series 63 licenses and two years of industry experience. She previously worked at Equitable Advisors LLC and has a background in the restaurant industry. Alyssa is also involved in the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Gregory Tellex is a financial advisor with Commonwealth Financial Network in Rochester, NY, holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Commonwealth and Crossbridge Financial Group in 2025, he worked at Paychex, Inc. and its affiliated entities from 2013 to 2025 in various roles. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed account programs, access to third-party asset managers, and comprehensive back-office services.

Michael Dentino is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including J.P. Morgan Securities LLC and KeyBank. Key Investment Services LLC is an SEC-registered investment adviser that delivers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model and integrates with KeyCorp affiliates to offer tailored investment solutions, primarily on a non-discretionary basis.